You are safe to download the resources. We've added our digital signatures to the files.
Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
Screenshots and Images
The printed version.
Open the template in Excel.
This free sample proforma invoice templates differs from the previous proforma invoice forms in that the layout is customized to be printable on standard A4 paper with landscape page orientation.
The previous samples, including the original proforma invoice template that this serial of samples is based on, are suitable for portrait paper orientation with standard A4 paper. While the proforma invoices created with the templates look professional, someone find they need more space to put in their item descriptions. Since there are 7 columns on the invoice body - item #, Tax, Unit of Measure, Quantity, Unit Price, Line Total, the space for putting in descriptions is limited.
To address this issue one way is to wrap the text so that they can span several raw Excel rows. Another way described in this sample is to expand the form horizontally so that it can would be printable with landscape paper orientation. Both methods require decreasing the number of lines on the form.
Like Microsoft Word, Microsoft Excel allows you to set paper options through its Page Setup dialog box. In Excel 2003, the Page Setup dialog box can be opened by clicking Excel menu File > Page Setup. With Excel 2007, Excel 2010, Excel 2013 and Excel 2016, the command for opening Page Setup dialog box can be accessed through Page Layout ribbon tab > Page Setup group and then click the arrow button on the group. The Page Setup dialog box offers various options for you to control the printing and layout of Proforma Invoice Template (4th Sample, Landscape Page Orientation).
Now on the Page tab of the Page Setup dialog box, we choose "Landscape" and then click OK to close the dialog box.
Before we do the actual customization work, it is necessary to unprotect the sheet, switch to design mode and show gridlines and row and column headers.
Now adjust the column widths to make it suitable for landscape A4 paper. Remember our goal is to have more space for the description column, so we'll mainly increase the widths of the Excel raw columns that are part of the Description column on the proforma invoice form.
To get the best result proforma invoices we have to go to print preview several times to make sure the form can be printed on landscape A4 paper, and to leave proper space for top, bottom, left and right margins.
The original proforma invoice template has about 20 lines on the invoice body. Changing to landscape A4 paper allows less lines in order to print the entire form on a single page. With the sample proforma invoice template attached here for download, there are 8 lines left on the invoice body, and we hide the other 12 lines. If you prefer, you can delete the hidden 12 lines from the proforma invoice template, but deleting the lines requires modifying the formulas that calculates totals on the bottom of the form. For simplicity we skip this step in this tutorial.
There are other works to do in order to finish this forth sample proforma invoice template. For example we have to move the location of some other cells, and adjust the size of the other cells, to let them be suitable for A4 paper in landscape orientation. Thanks to powerful Excel, these are all easy to do. Without much hard work we get a pretty new proforma invoice template that are suitable for landscape A4 paper. Please download and try it if you have long product description to put in your proforma invoices.
Format and Specification
|Name||Proforma Invoice Template (4th Sample, Landscape Page Orientation)|
|Category||Proforma Invoice Template|
|Release Date||Monday, December 9, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||12.75|
|Papaer Size / Orientation||Landscape|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|
August 27, 2018
- This template was updated to be compatible with UIS 6.